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Wheaton Precious Metals

472 hedge funds and large institutions have $11.2B invested in Wheaton Precious Metals in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 181 increasing their positions, 131 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 131

19% more capital invested

Capital invested by funds: $9.41B → $11.2B (+$1.77B)

1.7% more ownership

Funds ownership: 54.58%56.27% (+1.7%)

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0% more funds holding

Funds holding: 471472 (+1)

3% less call options, than puts

Call options by funds: $128M | Put options by funds: $132M

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
472
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
8.22%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
52
Increased
181
Reduced
131
Closed
49
Calls
$128M
Puts
$132M
Net Calls
-$3.52M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
451
TCI Wealth Advisors
Arizona
$7K +$2.22K +50 +50%
FPW
452
Flagship Private Wealth
Massachusetts
$6.18K
CWP
453
Concord Wealth Partners
Virginia
$6K
FFA
454
Freedman Financial Associates
Massachusetts
$6K +$5.78K +130 New
BCA
455
Berman Capital Advisors
Georgia
$5K -$52.3K -1,176 -90%
OIA
456
Optimum Investment Advisors
Illinois
$5K
TVWM
457
Tower View Wealth Management
Wisconsin
$5K
CWA
458
Clearview Wealth Advisors
Oregon
$4K
CI
459
CX Institutional
Indiana
$4K
JWM
460
Janiczek Wealth Management
Colorado
$4K +$623 +14 +20%
CTC
461
Central Trust Company
Missouri
$3K
EARNEST Partners
462
EARNEST Partners
Georgia
$3K
JPLA
463
Joseph P. Lucia & Associates
New York
$3K
LWANC
464
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
BWM
465
Baystate Wealth Management
Massachusetts
$3K +$3.34K +75 New
HWM
466
Holloway Wealth Management
Florida
$2K
BFC
467
Bedel Financial Consulting
Indiana
$1K
CA
468
Clearstead Advisors
Ohio
$1K
JWA
469
JFS Wealth Advisors
Pennsylvania
$1K
ME
470
McIlrath & Eck
Washington
$1K
MAM
471
Meeder Asset Management
Ohio
$1K
ED
472
Exane Derivatives
France
$760
BBHC
473
Brown Brothers Harriman & Co
New York
$31
Canada Pension Plan Investment Board
474
Canada Pension Plan Investment Board
Ontario, Canada
-$115M -3,000,000 Closed
Voloridge Investment Management
475
Voloridge Investment Management
Florida
-$11.2M -293,554 Closed